Investment Approach
How we evaluate every opportunity.
01

Act with conviction
We invest in a select number of well-understood companies, aiming to maximize long-term compounded returns.
02

Focus on quality and opportunity
We back high-quality businesses with the potential to grow intrinsic value over time. We also target companies where we can drive meaningful improvements in operations, governance, or leadership to unlock shareholder value.
03

Prioritize downside protection and selectivity
We avoid low-upside opportunities and focus on companies with a low likelihood of permanent capital loss. We aim to generate just 1 to 4 high-conviction ideas per year, because true opportunities are rare, and protecting capital matters as much as growing it.
Facts and Figures
We’re good with numbers
25
Years of Experience
$30B+
AUM under research oversight
530 bps
Annual outperformance over 5+ years
9
Years of concentrated long/short portfolio management
About Us

Yellow Stripes Capital is an investment firm built around intrinsic value investment philosophy.

Testimonials
What our clients say
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Louise Maxwell
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